Templates are used to design specifically sending and signing flows with pre-filled settings. Templates are effective in both large and small companies and organizations.
For example, imagine that you often send contracts for signature. Each time you add the same attachments, write the same message to the signer and choosing the same signing method. All that can be done in a custom template.
Available Template settings:
- Template name
- Notification message
- Authentication method
- Signing method
- Receipt, Invitation, Deadline & Reminder and Data Campaign settings
- Password on signed documents
- All messages in signing flow
- Simple or advanced signing flow